See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,079 | $159,602-53.6% | $150,045-50.6% | $142,382-48.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.65% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $20,602 | $4,961+315.3% | $4,693+339.0% | $4,299+379.2% |
| Participant deferral / active EE | $2,941 | $8,310-64.6% | $7,997-63.2% | $6,507-54.8% |
| Admin fee / account holder | $8,157 | $14,846-45.1% | $13,435-39.3% | $12,624-35.4% |